Kintegral Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,651
| Closed | -$435K | – | 283 |
|
2022
Q3 | $435K | Hold |
4,651
| – | – | 0.06% | 224 |
|
2022
Q2 | $414K | Buy |
4,651
+98
| +2% | +$8.72K | 0.05% | 229 |
|
2022
Q1 | $462K | Buy |
4,553
+102
| +2% | +$10.4K | 0.05% | 234 |
|
2021
Q4 | $462K | Hold |
4,451
| – | – | 0.05% | 234 |
|
2021
Q3 | $483K | Hold |
4,451
| – | – | 0.06% | 230 |
|
2021
Q2 | $476K | Hold |
4,451
| – | – | 0.06% | 232 |
|
2021
Q1 | $530K | Hold |
4,451
| – | – | 0.07% | 221 |
|
2020
Q4 | $507K | Hold |
4,451
| – | – | 0.07% | 211 |
|
2020
Q3 | $459K | Sell |
4,451
-143
| -3% | -$14.7K | 0.07% | 207 |
|
2020
Q2 | $448K | Hold |
4,594
| – | – | 0.07% | 209 |
|
2020
Q1 | $436K | Buy |
4,594
+513
| +13% | +$48.7K | 0.08% | 196 |
|
2019
Q4 | $472K | Hold |
4,081
| – | – | 0.09% | 208 |
|
2019
Q3 | $423K | Hold |
4,081
| – | – | 0.08% | 212 |
|
2019
Q2 | $372K | Hold |
4,081
| – | – | 0.08% | 229 |
|
2019
Q1 | $360K | Sell |
4,081
-179
| -4% | -$15.8K | 0.08% | 225 |
|
2018
Q4 | $313K | Buy |
+4,260
| New | +$313K | 0.09% | 179 |
|